SEP, SARSEP and SIMPLE Plans

1,537 topics in this forum

1. SIMPLE IRA & 401k start-up

   By Guest KeithinClev, January 7, 2004
   • 3 replies
   • 1.9k views
   • 
   • Appleby
   • January 8, 2004

2. Termination of SIMPLE IRA

   By Lori Foresz, January 6, 2004
   • 1 reply
   • 2.9k views
   • 
   • Appleby
   • January 8, 2004

3. Establishing a new SEP when the ER had a DB plan that was terminated long ago.

   By katieinny, January 6, 2004
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • January 7, 2004

4. SEP for owner while 401(k) maintained for staff?

   By Guest hpaine, December 30, 2003
   • 3 replies
   • 1.7k views
   • 
   • Gary Lesser
   • December 31, 2003

5. Opening of SEP account

   By Rai401k, December 18, 2003
   • 6 replies
   • 1.9k views
   • 
   • Gary Lesser
   • December 23, 2003

6. SIMPLE IRA Deductiblity Issues

   By dmb, December 22, 2003
   • 1 reply
   • 1.2k views
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   • Appleby
   • December 22, 2003

7. Timing of Deferral deposits for Self employeds

   By Guest rffahey, August 8, 2003
   • 7 replies
   • 3.1k views
   • 
   • Gary Lesser
   • December 18, 2003

8. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan?

   By katieinny, December 11, 2003
   • 4 replies
   • 2.2k views
   • 
   • Gary Lesser
   • December 18, 2003

9. Return of employer contribution

   By Guest Pensions in Paradise, December 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • Gary Lesser
   • December 17, 2003

10. participant in a simple AND 403b plan

    By Guest tlott, December 1, 2003
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • December 17, 2003

11. Corp switches from SEP to PS plan mid-year; have to count contributions under both for "annual additions" testing?

    By Guest nipa, December 8, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • December 17, 2003

12. Deadline for SIMPLE deferrals for self employed or partners

    By Guest rffahey, December 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • December 11, 2003

13. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 2 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 6, 2003

14. SIMPLE IRA Entry dates

    By Guest AEA, December 5, 2003
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • December 6, 2003

15. fixing missed contribution

    By wsp, December 5, 2003
    • 3 replies
    • 4k views
    • 
    • Gary Lesser
    • December 6, 2003

16. SARSEP contribution limits

    By Guest bkp, December 3, 2003
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • December 6, 2003

17. Customized SEP Docs; multiple plans

    By Guest RSNOW, December 3, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 3, 2003

18. Catch up for SIMPLE

    By Mary Kay Foss, November 25, 2003
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • November 25, 2003

19. SIMPLE 401(k) deadline ?

    By Guest kdm, November 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • November 25, 2003

20. Is ther any such thing as a 3% safe harbor SAR SEP Plan ?

    By Guest rffahey, November 22, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 24, 2003

21. Maximum contribution to EE's SARSEP

    By Guest ERISA_kid, November 19, 2003
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • November 19, 2003

22. Integrated SEP Plan maximums

    By Guest rffahey, November 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • November 18, 2003

23. QP-SEP ILLUSTRATOR UPDATE

    By Gary Lesser, November 15, 2003
    • 0 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 15, 2003

24. Non calandar year SIMPLE IRA plans

    By Guest rffahey, November 14, 2003
    • 2 replies
    • 1.5k views
    • 
    • Gary Lesser
    • November 14, 2003

25. Simple IRA issues

    By eilano, November 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 12, 2003

26. SEP and Roth, can you have both

    By Guest Macrocpa, November 9, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • November 9, 2003

27. IRAs and Escheatment Fees

    By Guest LeslieMM, November 3, 2003
    • 9 replies
    • 7.3k views
    • 
    • Gary Lesser
    • November 8, 2003

28. HCE optout

    By wsp, November 3, 2003
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • November 6, 2003

29. SARSEP Termination

    By Guest DaveS, November 5, 2003
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • November 6, 2003

30. SEP/SIMPLE - Qualified Plans?

    By MarZDoates, November 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • MarZDoates
    • November 3, 2003

31. Mid-Year adoption of 401(k)-- IRC 402(g) issues

    By Guest cgodfrey, February 13, 2002
    • 6 replies
    • 3.2k views
    • 
    • Gary Lesser
    • October 30, 2003

32. SEPS & partnerships

    By Felicia, October 29, 2003
    • 1 reply
    • 2k views
    • 
    • Appleby
    • October 29, 2003

33. Defined benefit plan with SEP

    By Guest draper, October 28, 2003
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • October 29, 2003

34. SARSEP to Qualified Plan

    By Guest jcj, October 28, 2003
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • October 28, 2003

35. SEP v. SARSEP v. PROFIT SHARING PLAN

    By Guest inquiry2, October 27, 2003
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • October 28, 2003

36. What is partnership income for purposes of determining compensation for making an employer SIMPLE IRA contribution?

    By jane123, September 23, 2003
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • October 23, 2003

37. Simple Plan and controlled group

    By eilano, October 21, 2003
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • October 23, 2003

38. Simple IRA

    By Jilliandiz, October 20, 2003
    • 2 replies
    • 1.9k views
    • 
    • Gary Lesser
    • October 21, 2003

39. Controlled Group Fact Pattern?

    By Gary Lesser, October 14, 2003
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • October 14, 2003

40. Partnership with a SARSEP changes to S Corp 10/1/03-- okay to adopt 401k plan as of 10/1/03?

    By Dave Baker, September 23, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • October 4, 2003

41. Can an executor of a dead farmer's estate make a SEP contribution on the final return in the year of the farmer's death?

    By Guest Robert Lees, December 1, 1998
    • 3 replies
    • 2.9k views
    • 
    • Gary Lesser
    • October 4, 2003

42. How to terminate a SEP arrangement?

    By Belgarath, October 1, 2003
    • 1 reply
    • 2.6k views
    • 
    • Appleby
    • October 1, 2003

43. Do amounts contributed as catch up contributions to a SIMPLE IRA affect the ability to make catch up contributions to the plan of another employer such as a 401(k) or 403(b)?

    By Guest David Blask, September 12, 2003
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 17, 2003

44. Participate in PS Plan?

    By Guest MEWilson, September 10, 2003
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • September 15, 2003

45. SEP-IRA Contributions

    By Guest batberf, September 13, 2003
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • September 13, 2003

46. SEP IRA coverage

    By Lori Foresz, September 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • September 11, 2003

47. 5305 SEP & P/S Plan

    By katieinny, September 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • September 10, 2003

48. SEP Investments

    By Lori H, September 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 10, 2003

49. Simple 401(k)

    By k man, September 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • September 5, 2003

50. VCP SIMPLE IRA Plan Compliance Statement Issued

    By Gary Lesser, September 4, 2003
    • 0 replies
    • 1.4k views
    • 
    • Gary Lesser
    • September 4, 2003